DFX Intelligence
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Team lift-out
5 advisors left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for U•• F•••••••• S••••••• I•••
wirehousetowirehouseWirehouse to wirehousederived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Matthew Dunn | Rochester, Ny | Jun 27, 2022 | Jun 27, 2022 |
| Russell Cohen | New York, Ny | Jun 29, 2022 | Jul 13, 2022 |
| Tyler Reese Chapman | New York, Ny | Jul 2, 2022 | Jul 1, 2022 |
| John P Yohannan | New York, Ny | Jul 6, 2022 | Aug 11, 2022 |
| Louise Henne Wood | New York, Ny | Jul 7, 2022 | Jul 1, 2022 |
The ruleHow a team is typedA team is two or more advisors whose registrations through one firm ended within fourteen days of each other, from branches in the same state, all registering next through the same other firm.The kind is a printed rule, not a judgment: absorbed when half or more of the firm’s registered people moved or a succession names it, channel change when the two CRDs are one enterprise (same name, same 75%+ owner around the move, or one name the other with a word added), large transfer at fifty or more, lift-out otherwise.
- Registrations ended
- Jun 27, 2022 to Jul 7, 2022
- Registered next
- Jun 27, 2022 to Aug 11, 2022
- Branch state
- NY
- Cities
- 2, most in New York, Ny
- Registered there that day
- 21,874 (people still on IAPD; an estimate)
- Share of that headcount
- 0.0%
- Succession by the destination
- none on the tape